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Dimensional US Core Equity 1 ETF
DCOR

98 hedge funds and large institutions have $548M invested in Dimensional US Core Equity 1 ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 12

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

36% more capital invested

Capital invested by funds: $404M → $548M (+$144M)

14% more funds holding

Funds holding: 86 → 98 (+12)

0.77% less ownership

Funds ownership: 62.04% → 61.27% (-0.77%)

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.41%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
18
Increased
61
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
Pure Financial Advisors
California
+$24.8M
2
PCA
Prosperity Capital Advisors
Ohio
+$20.3M
3
KWM
KFG Wealth Management
Indiana
+$10.6M
4
MWA
Monograph Wealth Advisors
California
+$7.8M
5
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
+$6.94M

Top Sellers

1
CIAS
Capital Investment Advisory Services
North Carolina
-$7.05M
2
Cerity Partners
Cerity Partners
New York
-$5.24M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.44M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.85M
5
Jane Street
Jane Street
New York
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
26
SC&H Financial Advisors
Maryland
$3.96M +$1.71M +28,055 +81%
CWP
27
Cyndeo Wealth Partners
Florida
$3.92M +$3.77M +61,924 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$3.8M -$2.44M -40,000 -40%
CPWM
29
Cypress Point Wealth Management
Texas
$3.48M +$982K +16,119 +41%
Truist Financial
30
Truist Financial
North Carolina
$3.42M +$51.4K +843 +2%
MCM
31
Morton Capital Management
California
$3.29M +$1.52M +24,894 +92%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.25M +$660K +10,836 +27%
RA
33
RFG Advisory
Alabama
$3.11M +$212K +3,474 +8%
TC
34
TownSquare Capital
Utah
$2.77M +$137K +2,247 +5%
GF
35
Goodman Financial
Texas
$2.61M – – –
FWM
36
FMB Wealth Management
California
$2.59M +$576K +9,459 +30%
FFA
37
Farther Finance Advisors
California
$2.01M +$442K +7,251 +30%
IAG
38
Investment Advisory Group
Massachusetts
$1.88M +$609 +10 +0%
EIA
39
Eldridge Investment Advisors
New Hampshire
$1.7M +$1.64M +26,847 New
CW
40
CreativeOne Wealth
Kansas
$1.69M +$710K +11,652 +77%
Mariner
41
Mariner
Kansas
$1.68M +$813K +13,341 +101%
PAG
42
Private Advisor Group
New Jersey
$1.67M +$1.27M +20,867 +379%
MSFS
43
Main Street Financial Solutions
Pennsylvania
$1.59M +$1.11M +18,196 +266%
MWM
44
Modera Wealth Management
New Jersey
$1.42M +$1.46K +24 +0.1%
TI
45
Truepoint Inc
Ohio
$1.41M +$331K +5,441 +32%
KAS
46
Kestra Advisory Services
Texas
$1.3M +$489K +8,032 +65%
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$1.24M -$12.9K -212 -1%
IA
48
IFP Advisors
Florida
$1.15M +$650K +10,667 +142%
LI
49
LRI Investments
Florida
$1.13M +$197K +3,240 +23%
WANY
50
Wealthspire Advisors (New York)
New York
$1.13M +$1.09M +17,832 New
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